Accurate Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Accurate Wealth Management’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,995	Closed	-$202K	–	526
2025 Q3	$202K	Hold	5,995	–	–	0.03%	481
2025 Q2	$207K	Sell	5,995 -20	-0.3%	-$708	0.03%	427
2025 Q1	$211K	Sell	6,015 -1,414	-19%	-$51.1K	0.04%	357
2024 Q4	$264K	Sell	7,429 -105	-1%	-$4K	0.05%	317
2024 Q3	$279K	Hold	7,534	–	–	0.06%	294
2024 Q2	$255K	Hold	7,534	–	–	0.06%	263
2024 Q1	$249K	Hold	7,534	–	–	0.07%	245
2023 Q4	$268K	Hold	7,534	–	–	0.08%	218
2023 Q3	$264K	Hold	7,534	–	–	0.08%	210
2023 Q2	$252K	Hold	7,534	–	–	0.08%	223
2023 Q1	$240K	Sell	7,534 -842	-10%	-$27.6K	0.08%	217
2022 Q4	$266K	Sell	8,376 -3,449	-29%	-$106K	0.1%	181
2022 Q3	$632K	Sell	11,825 -2,011	-15%	-$66.1K	0.26%	70
2022 Q2	$471K	Sell	13,836 -151	-1%	-$5.13K	0.26%	81
2022 Q1	$481K	Buy	+13,987	New	+$459K	0.22%	93

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's PECO Position: Q4 2025 in Review

Accurate Wealth Management sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 5,995 shares — an estimated $202K sold.

Accurate Wealth Management first reported a position in PECO in Q1 2022 and held it in 15 quarters. The position peaked at $632K in Q3 2022. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Accurate Wealth Management reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
Accurate Wealth Management sold 5,995 Phillips Edison & Co shares in Q4 2025, an estimated $202K.
Accurate Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 15 quarters.
Accurate Wealth Management's Phillips Edison & Co position peaked at $632K in Q3 2022.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.